SugarDocuSign for SugarCRM allows you to send e-sign contracts for electronic signature with DocuSign services and track your documents anytime, anywhere within minutes.
Get the SugarDocuSign for SugarCRM-7
• Go to your Purchases and locate the SugarDocuSign for SugarCRM.
• Download the module as a zipped file to your computer.
Load the Module into Sugar CRM
• Login to your Sugar CRM account. Click Admin to go to the Administration Home Page and under Developer Tools click Module Loader.
• Click Browse to navigate to the location of the module zipped file on your computer. Click Upload, the uploaded module displays in the bottom panel.
• Click Install, when the installation is completed to 100% it will automatically redirected to the following screen which asks you to enter your License key which will be found under your Purchases.
• After entering your license key click Validate. If your license key is not correct an error message will be displayed.
Note: You can get your License key by following the steps on license configuration screen.
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A complete SugarCRM and DocuSign integration which allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached...